Andy Audate (Main Speaker):
Key Topics:
Platform Fundamentals:
Understanding Go High Level as an all-in-one software for integrating social media, calendars, AI tools, email marketing, SMS, and call capabilities.
Plans & Account Management:
Clarification of Starter vs. Unlimited vs. SaaS Pro plans—Starter includes one account, while Unlimited allows multiple client accounts, each with private access to their own dashboard.
Automation & Payment Systems:
How businesses (e.g., salons, gyms) can automate tasks like taking deposits, collecting card details, and managing forms to streamline customer onboarding.
Scaling & SaaS Mode:
Using Go High Level to scale from 100–200+ customers, supported by SaaS Mode features such as 24/7 text support, onboarding teams, and customer success managers.
Reducing Churn & Increasing Profitability:
Implementing proper onboarding to lower cancellations, improve client experience, and ensure early profitability for users and sales reps.
Offers:
GHL Engine Syndicate Access:
$49 for the first 30 days, then $197/month, plus access to Andy’s GHL Community and the GHL Syndicate for only $1/month.
Mike Inishev
Key Topics:
Loyalty Program for Restaurants: Shows how a simple, automated loyalty system helps restaurants increase repeat customers, boost revenue, and build long-term customer relationships.
Predictable SaaS Growth: Helps agencies sell SaaS consistently, gain lifelong clients, and generate stable recurring revenue — all within 3 months.
Business Freedom & Work-Life Balance: Enables agency owners to achieve financial goals, escape the hamster wheel, and gain more free time without personal client attachment or working 24/7.
Seamless Tech & Setup: No need to learn multiple tools. Includes full white-label setup, sub-accounts, automations, prospecting tools, and HighLevel integration.
Offers:
BoomerangMe All-In-One Loyalty SaaS Package — includes subscription, white-label, automations, prospecting tools, branded assets, and 24/7 support designed to help agencies grow predictably without client churn. (https://ghl.boomerangme.biz/widget/bookings/30-min-demo-boomerangme)
Bryce DeCora
Key Topics:
AI’s Impact on Sales Efficiency
Shows how AI removes repetitive tasks, saves thousands of hours, and dramatically increases appointment booking and cost savings.
Human Trust vs. Automation
Emphasizes that while AI can scale outreach, trust still requires real human interaction—automation alone cannot replace authentic connection.
Balancing Automation With Human Interaction
Introduces a balanced model where AI handles speed and volume, while humans manage key trust-building parts of the sales cycle.
AI Use Cases in 2026
Explains when to automate fully and when human involvement is essential, especially in high-intent sales conversations.
Offers:
AI-Enhanced Sales Framework:
A strategic approach helping businesses combine automation with human trust to build a scalable, efficient, and customer-centered sales system. (https://www.linkedin.com/in/iambryce/?fromQR=1)
Joshua Knox
Key Topics:
Payment Stability & Business Trust:
Stability in payment processing is essential. High dispute or chargeback rates can flag your business as high-risk or fraudulent, damaging client trust and preventing payments from going through consistently.
Payment Infrastructure as a Business Foundation:
Your CRM and payment systems must work together. If payments fail or accounts become unstable, it cracks the foundation of your business and impacts your ability to retain clients.
Choosing the Right Payment Provider:
Platforms like Stripe are not “bad,” but they control the risk rules and can freeze or limit accounts without warning. Payment success relies on the bank behind the processor—not just the software.
Strategic Payments, Not Just Charging Customers:
Accepting payments is more than sending a link. It requires understanding buyer behavior and creating payment pathways that position customers to choose what benefits them most (good, better, best options).
Payments as Part of the SaaS Growth Strategy:
Strong payment systems not only increase revenue but also improve client stability, reduce churn, increase ARR, and support the entire SaaS ecosystem.
Payments should make both your business and your clients’ businesses more profitable and reliable.
Payment Ecosystems & Embedded Payments:
Every successful business—like Apple’s App Store—leverages an embedded payment ecosystem. HighLevel offers a similar structure that allows agencies and SaaS owners to create stability, enhance customer experience, and generate long-term revenue.
Offers:
Embedded Payments Ecosystem:
A strategy and solution that helps agencies and SaaS owners integrate stable, cost-effective, and fully embedded payments to increase profitability, reduce churn, and build long-term financial stability.
Vanessa Zamora
Key Topics:
Onboarding as a Foundation:
Effective onboarding is critical for agencies, coaches, and consultants. Even the most powerful CRM platforms with advanced features can overwhelm users if there is no structured, high-touch introduction. Poor onboarding leads to confusion, low engagement, and early churn.
Structured Learning & User Experience:
A clear blueprint, framework, or learning path helps users navigate the system efficiently. Onboarding should break down the user journey into manageable steps, highlight essential features, and provide resources that teach users “how to fish” rather than just handing them tools.
Community & Support Systems:
Creating a community—like a Facebook group, Slack channel, or integrated GoHighLevel portal—helps users feel supported. Weekly live trainings, Q&A sessions, and ongoing technical support reinforce learning and ensure users maximize the platform’s potential.
High-Touch Engagement:
Direct, personalized engagement in the first critical days builds confidence and fosters loyalty. Overwhelm can be mitigated through scheduled check-ins, clear instructions, and structured guidance.
CRM Customization & White Labeling:
White-labeled CRMs allow businesses to use their branding and transfer assets seamlessly. A well-designed onboarding process ensures clients understand how to navigate their unique system, empowering them to leverage key features and streamline operations.
Feedback Loops & Continuous Improvement:
Regularly collecting feedback and observing user behavior ensures the platform meets users’ needs. A combination of live support, automated chat, and training libraries maintains engagement, reduces churn, and improves overall user satisfaction.
Offers:
A high-quality onboarding experience transforms client engagement, reduces churn, increases adoption, and positions agencies or SaaS providers for long-term profitability. Properly structured onboarding enables clients to confidently use the platform, access support when needed, and stay engaged with community-driven resources.
Billionaire Brooklyn
Key Topics:
Purpose of a Community:
A community is a space where people can share knowledge, support one another, and feel connected. It’s not just about providing information—it’s about creating an environment where learning, mentorship, and collaboration thrive.
Monetization & Business Impact:
Online communities can serve as a subscription-based business model, creating multiple income streams. By providing consistent value, communities can generate sustainable revenue while fostering engagement and loyalty.
Core Features for a Successful Community:
Access to the Expert: Members should have direct access to you as the coach, creator, or mentor, via live sessions, Q&A, or personalized interactions.
Engagement & Recognition: Encourage participation through shout-outs, rewards, and interactive activities like giveaways or competitions.
Content & Learning: Offer structured courses, resources, and ongoing educational content to help members grow and apply knowledge.
Support System: Include customer support, a dedicated team to manage the community, and processes to ensure members get help when needed.
AI Integration: Use AI for content generation, automation, and improving member experiences to scale efficiently.
Clear Purpose & Goals: Every community should have a defined purpose—why members are joining, what value they gain, and how they can achieve wins within the group.
Marketing & Member Acquisition:
Attract the right people, not everyone. Identify your ideal members and their needs.
Use clear value propositions, benefits, and freedom numbers (specific goals or outcomes for members) to drive sign-ups.
Facilitate engagement through live calls, Zoom sessions, and interactive posts to encourage active participation.
Outcome / Benefits:
A strong online community builds trust quickly, nurtures relationships, and encourages members to invest in your programs or products. By combining mentorship, content, AI tools, and engagement strategies, communities not only support members’ growth but also provide predictable revenue and long-term business stability.
John Bermudez
Key Topics:
Lead Capture & Nurture Speed: Emphasizes the importance of engaging new leads within 5 minutes, based on research from MIT. Uses SMS, WhatsApp, and automated sequences to ask questions, qualify leads, and maintain fast response times—even during nights and weekends.
Self-Audit & Automation: Encourages businesses to review their lead engagement processes, ensuring every inquiry is captured, nurtured, and followed up automatically. Highlights the importance of systems that reduce manual admin work.
Sales & Payment Efficiency: Modern payment tools are critical for businesses to get paid quickly, reduce administrative burden, and maintain cash flow. Efficient systems prevent missed revenue opportunities.
Evangelize & Client Reviews: Advocates turning satisfied customers into brand evangelists through reviews, testimonials, and social proof. Businesses should have database reactivation plans and maintain consistent communication to maximize outreach.
AI Opportunities for Service Businesses: Demonstrates how AI can help businesses—from med spas to other service industries—automate lead capture, follow-up, and client engagement for higher conversion rates and streamlined operations.
Offers:
Guidance on implementing automated lead nurturing, payment systems, and client engagement frameworks to consistently capture, convert, and retain clients while leveraging AI tools for efficiency.
Priya Jaganathan
Key Topics:
Agency Growth & Authority: Focus on establishing thought leadership and authority to make a meaningful impact on clients and communities while generating financial stability and recurring revenue.
Business Activity Structuring: Organize daily business and sales activities into strategic constraints for efficiency, including lead capture, client engagement, and product/service delivery.
Product & Pricing Strategy: Emphasizes simple, value-first pricing models. Offers entry products to get clients in the door, retain them through retainers or ongoing services, and upsell additional offerings for increased profitability.
Automation & CRM Integration: Use tools like HighLevel to automate lead capture, tag contacts, and streamline client communication. Examples include business card scanning, contact extraction, and automated tagging to identify community or campaign sources.
Client Retention & Engagement: Implement strategic touchpoints through monthly planning, industry-specific engagement, newsletters, and automated follow-ups to double client lifetime value and foster loyalty.
Strategic Growth Sessions: Schedule recurring strategy sessions to review performance, identify opportunities, and discuss additional services to maintain consistent business growth.
Offers:
HighLevel tools and automation frameworks to streamline client capture, retention, and upselling, combined with strategic agency planning for sustainable revenue growth and optimized client lifetime value. (https://pivot2thrive.com.au/levelup25)
Dakota Routh
Key Topics:
Customer Retention & Revenue: Focus on increasing repeat visits by implementing effective loyalty programs, as 65–80% of revenue comes from returning customers.
Loyalty Program Design: Compare punch cards, point systems, and frequency-based incentives to boost customer return rates and average spend.
Lead Capture & Communication: Collect customer phone numbers and emails for automated follow-ups via SMS, WhatsApp, or email to nurture and convert leads.
Marketing Strategy & Timing: Use targeted email and messaging campaigns, optimized for the best days and times, to increase engagement and conversions.
Sales & Upselling: Leverage structured campaigns to identify upgrade opportunities, increase average ticket value, and maximize lifetime customer value.
Offers:
Customized Restaurant Loyalty Campaign System: A program designed to capture customer data, automate follow-ups, implement loyalty incentives, and increase repeat visits and revenue.(https://agencyownersupport.com/ghle-summit)
Azhar Siddiui
Key Topics:
Time & Energy Management: Conduct a detailed audit of your daily tasks to identify where your time is being spent and where energy is being wasted. Use this insight to prioritize high-value activities.
Eliminate, Automate, Delegate: Identify tasks that can be eliminated, automated, or delegated to free up time for strategic growth. Implement systems to streamline repetitive processes.
Buyback & Profitability Analysis: Calculate your buyback rate and track margins to ensure profitability isn’t eroded by payroll or overhead.
Team Growth & Smart Hiring: Use a team growth chart and revenue benchmarks to determine the right time and structure for hiring. Consider a hybrid team model with a mix of local (US) and global employees for cost efficiency.
Replacing Yourself Strategically: Identify which roles or functions can be delegated or outsourced to scale operations without compromising quality or compliance.
Compliance & Risk Management: Emphasizes legal, financial, and client compliance when scaling globally, ensuring media buyers and client accounts remain secure and operational.
Offers:
A structured framework and actionable slide deck for scaling an agency efficiently—covering task audits, automation, delegation, profitability tracking, smart hiring, and compliance for sustainable growth. (https://docs.google.com/document/d/1FerOTdlqRSFpGrIa8TW0w1vkNLYsMw0e4E2FC1qebPE/edit?usp=sharing)
(https://repstack.co/#book)
Conclusion:
Day 2 delivered a powerful lineup of experts who collectively highlighted the future of SaaS, automation, payments, community-building, and agency growth. Across every session, one theme was clear: businesses that combine strong systems, effective onboarding, AI-driven efficiency, stable payment infrastructure, and meaningful human connection will scale faster, retain more clients, and generate predictable recurring revenue.
From Andy Audate’s deep dive into leveraging Go High Level for scalable automation and churn reduction… to Mike Inishev’s loyalty SaaS model that drives repeat revenue… to Bryce DeCora’s balanced approach to AI + human trust in the sales cycle — each speaker emphasized frameworks that create freedom, profitability, and predictable growth.
Joshua Knox reinforced that payment infrastructure is the backbone of any successful SaaS or agency, while Vanessa Zamora demonstrated that structured onboarding and user experience are critical for adoption, retention, and satisfaction. Billionaire Brooklyn expanded the vision by showing how communities foster connection, transformation, and recurring revenue. Meanwhile, John Bermudez and Dakota Routh highlighted how fast lead nurture, automated follow-ups, and loyalty programs boost conversions and lifetime client value. Finally, Azhar Siddiqui closed the day with operational strategies — eliminating, automating, delegating, and hiring strategically to scale efficiently without burnout.
Overall, Day 2 reinforced a single truth:
Success in 2025 and beyond belongs to businesses that blend automation with human connection, stable systems with strategic scaling, and recurring value with recurring revenue.
Attendees left equipped with actionable tools, frameworks, and strategies to build more profitable, efficient, and future-proof businesses — whether launching SaaS, scaling an agency, growing a community, or elevating the client experience.